Free template
Month-end close checklist.
Short answer: A repair shop month-end close checks that every finished job is invoiced, payments are applied, AR aging is reviewed, parts counts are posted, the accounting sync has no errors and sales tax is ready to file.
Month-end close
| Item | Done | Notes |
|---|---|---|
| Every finished work order invoiced | ||
| Unbilled technician time reviewed | ||
| Payments and deposits applied | ||
| AR aging reviewed; statements sent | ||
| Late fees reviewed | ||
| Parts cycle counts posted | ||
| Purchase orders and bills matched | ||
| Accounting sync errors cleared | ||
| Sales tax report run | ||
| Warranty and comeback jobs reviewed |
Signature: ______________________ Date: __________
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